Location: Plano, TX
Schedule: Full-time, 5 days/week
Visa Sponsorship: Not available
We are seeking an experienced Business Analyst with 5+ years in Financial Services, specializing in Lending. The ideal candidate will have strong analytical skills, experience in Agile environments, and proven ability to manage product backlogs. Familiarity with nCino is a significant plus.
Key Responsibilities- Gather, analyze, and document business requirements for lending and financial services projects.
- Collaborate with Product Owners, Developers, and QA teams to translate business needs into technical specifications.
- Manage and prioritize backlogs, ensuring clarity and alignment with business objectives.
- Facilitate Agile ceremonies including sprint planning, backlog grooming, and UAT.
- Support integration initiatives across CRM and lending platforms.
- Prepare functional documentation, process flows, and acceptance criteria.
- Partner with stakeholders to ensure compliance with regulatory and audit standards.
- 5+ years of experience as a Business Analyst in Financial Services.
- Strong background in Lending operations and workflows.
- Hands-on experience in Agile methodology and backlog management.
- Excellent communication and stakeholder management skills.
- Proficiency in creating user stories, acceptance criteria, and functional documentation.
- Experience with nCino Commercial Lending platform.
- Familiarity with Salesforce or other CRM systems.
- Knowledge of API integrations and data flows in banking environments.
- Agile certifications (CSPO, CSM, SAFe, etc.) are a plus.
Similar Jobs
What We Do
Our people-first approach to technology offers best-in-class service and success rates. With the world of business and technology growing more complex and confusing every minute, CG Infinity keeps it simple for our clients. Your leaders work with our leaders throughout an engagement. The leaders of our small, blended teams work hand in hand with your team to ensure your objective success. We partner with companies in a vast array of industries, including the Energy & Utilities and Financial Services industries, to help them thrive in the modern marketplace by leveraging technology to drive their enterprise. From our perfect record in Salesforce implementations, our trusted experience integrating Salesforce with back-end applications, to our creative custom software solutions, CG Infinity is your trusted ally for business technology transitions. With our skilled employees and veteran leadership team, CG Infinity doesn’t complicate life for our clients, we simplify.
